HC Picks 236

October 9, 2019
by Akane Hashimoto

Category :  [GOVERNANCE/STEWARDSHIP/FIDUCIARY][MARKET][POLICY (BOJ)][GPIF]

-Policies and business activities related to Japan investment opportunities-


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Governance/stewardship/fiduciary

・Why has Nissan lost two leaders in quick succession?

  “Governance is corporate culture. Investors need to seriously evaluate what is good and bad.”

・There’s a New Hedge Fund for Badly Governed Companies in Japan

  “Interesting time to focus on individual stocks. ETF would not provide such opportunities.”

・Corporate Japan Learns to Love Its Shareholders 

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Market

・Japan Bond Sell-off Sends A Stark Warning To Wall Street

  “No liquidity should exist In case dominant investor control demand/supply of certain securities.”

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Policy (BOJ)

・BOJ’s policy prod banks to charge fees, may affect negative rate debate

・Some $71 billion of Japanese coal assets at risk from cheaper renewables

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GPIF

・World’s Largest Pension Fund May Have $19 Billion a Year to Buy Foreign Bonds

・World’s Largest Pension Fund Reappoints Mizuno as CIO

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